Best Rated Sponsor
Gordon Wealth Planning

ADDRESS: 44 Hickory Hill Ct, Rockaway, NJ 07866, United States
NUMBER: +1 973-291-2800
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Employed Retirement Plans, Financial And Retirement Planning, Investing Retirement, Investment Advisor, Investment Planning, Investment Strategies, Investments And Financial, Retirement Accounts, Retirement Financial Planning, Retirement Planning For Women, Retirement Strategies, Roth Conversion, Retirement Income Planning
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:30 PM | |
| Fri | 8:00 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Neal Gordon is a truly trustworthy, reliable, & exceptionally knowledgeable financial advisor. His professionalism shows in every interaction, and he’s been an invaluable sounding board whenever I have needed guidance or clarity. I always feel confident he has my best interests at the forefront of every recommendation. If you are looking for an advisor who combines expertise with genuine care, I highly recommend Neal. – Helen Fialkoff
REVIEW #2 – My wife and I have been clients of Gordon Wealth Planning from the date it was formed and for approximately 20 years prior to that Neal Gordon competently handled our investment accounts. Neal is extremely attuned to managing our accounts in a professional and caring manner representing our best interests. We wouldn’t trust anyone else with the managment of our investments. He communicates with us on a regular basis to make sure our accounts are attuned to our continued ongoing needs to maintain our retirement funds for the long term. He has our absolute trust. – Jerry Harris
REVIEW #3 – Neal Gordon is the consummate professional. He is aware of the various current market products and proactively looks to improve my financial position with appropriate products. He is incredibly responsive and seemingly always accessible. I have had investments with other firms, but I find myself moving practically all of my business to Neal as maturities arise due to his outstanding customer service. – James Noonan
REVIEW #4 – We first heard Neal Gordon interviewed by Wade Pfau on the Retirement Researcher podcast series. We reached out to Neal concerning the need to replace our defunct long-term care policy. Neal’s in-depth knowledge and creative approach led us to a solution which far exceeded our expectations. He guided us step by step through the process and was a pleasure to work with. – Linda G
REVIEW #5 – Neal Gordon has played a very big part of my investment needs for many years. I consider him family and his knowledge in the current market has made my investments keep growing. Neal is never too busy to answer questions and give me the right advice. I can always count on him. Thank you, Neal. – Paul Roberts
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>>> MORE CUSTOMER REVIEWS
REVIEW #1 – I have been working closely with Neal Gordon as my Financial Planner for the past 10 years. Not only is Neal a pleasure to work with, our professional relationship has yielded positive results that far exceeded my expectations. He is my 1-stop expert/consultant across all areas of my financial life. Neal provided invaluable advice on insurance, retirement savings, investments, tax benefits, and estate planning including trusts. He partners closely with my tax accountant, lawyer, and trust company so that my overall financial position is comprehensive and complete and all aspects are considered in key financial decisions. This integrated view allowed me to retire early, save a significant amount on income taxes, and ensure that future generations are provided for.
I don’t feel like just a client as I know Neal cares about what is important to ME and every financial conversation leaves me feeling informed and reassured. I trust Neal completely with my financial future and highly recommend him to anyone looking for an honest and knowledgeable financial planner. – Sharon Bell
REVIEW #2 – Neal is extremely attentive to our specific needs and works diligently to help us reach our goals. He’s an excellent communicator and helps us to understand the investment strategies involved as well as the products we are investing in. We are very pleased with our financial outcomes since beginning our relationship with Neal. I recommend him without reservation. – Steven Shohfi
REVIEW #3 – Gordon Wealth Planning has been helping me since 2018 when I first approached them. They helped show me how to spread my finances to best suit me and help me into retirement! I have been getting very positive results. Working with them has been a pleasure. – V Rice
REVIEW #4 – Gordon was my investment advisor at Chase. he was very helpful and took time to connect with my needs. When he set up his own company I transferred a major amount of my investments and have not regretted it. – Alec Malyon
REVIEW #5 – I have worked with Neal Gordon for more than 20 years and have found him to be blatantly honest and highly reliable. Bank brokers have come and gone, but Neal is my fortress of financial security. – Ramona Volpe
REVIEW #6 – Neal Gordon is a wealth of knowledge and experience. He is down to earth and makes you feel comfortable and secure in your financial decisions. – Janice Meyerhoffer
REVIEW #7 – I have the utmost confidence in Neal Gordon. He is always available when I call to get information. He is always looking out for me and giving me the guidance – Susan B
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